Overview

Seeking to completely sell book of business and exit the business. Seeking to identify a successor in the next 1-3 years.

The ideal candidate has 3-5 years of experience with a series 7, series 65 and a life insurance license in the state of Iowa. A life insurance license in the state of Illinois is also preferred. The ideal candidate is familiar with equities trading, mutual funds, index annuities, variable annuities, and fixed annuities. Interested in candidates with an established practice in the state of Iowa and/or western Illinois.

Market
Advisor/RIA
Last Activity
within 2 months
Listing Age
1,384 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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